Close Your Deal | Trailhead Screen Reader Instructions
You’ve set your goal and you’ve converted your highest-priority prospect. And following your lunch meeting, the customer has signed and you’re ready to close the business.
- Click the Opportunities tab in the navigation region.
- In the table of results under Opportunity Name, click 10,000 Units to open the opportunity.
- Click the Edit button.
- Update the opportunity as follows:
- Amount: 120,000
- Close Date: Today
- Click Save.
- Below the Path heading, select Closed from the Path Options list then click the Select Closed Stage button.
- From the picklist, select Closed Won, and then click Save.
- Click the Home link in the navigation region. On the Quarterly Performance chart, click the Refresh Chart button to refresh the chart if necessary.
You crushed your number! Way to go, sales shark!
Summary
Congratulations! In just a few minutes, you got hands-on practice and learned how Lightning Experience can help you close more business. For your next step, check out:
Good luck, sales shark!
Click to return to the unit on Trailhead to verify this step.